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Use cases — Illustrative examples

Before and after connecting an operation

Four scenarios that show how information flow could change. They are not client cases or outcome promises.

01

Quoting

Sales rebuilds a request across messages, spreadsheets, inventory, rules, and documents.

Illustrative example

Before

  1. 01Receive the request
  2. 02Enter customer data
  3. 03Check inventory
  4. 04Review pricing and terms
  5. 05Apply commercial rules
  6. 06Assemble and send the document

After

  1. 01Receive and structure the request
  2. 02Validate customer and data
  3. 03Query inventory and pricing
  4. 04Apply commercial rules
  5. 05Generate the quote
  6. 06Review exceptions and send

Less manual reconstruction, a faster response, and a traceable process from start to finish.

02

B2B orders

A purchase order arrives by email or PDF, and someone must translate it manually into the internal workflow.

Illustrative example

Before

  1. 01Receive the email or PDF
  2. 02Identify the customer
  3. 03Enter products and quantities
  4. 04Check inventory and pricing
  5. 05Enter the order in the ERP
  6. 06Confirm with the customer

After

  1. 01Receive and interpret
  2. 02Validate customer and products
  3. 03Compare inventory and pricing
  4. 04Detect mismatches
  5. 05Review exceptions
  6. 06Record and confirm

Standard cases move forward with traceability while the team resolves mismatches before confirmation.

03

Document processing

A document creates value only when validated information reaches the next decision or action.

Illustrative example

Before

  1. 01Receive documents
  2. 02Open each file
  3. 03Find the information
  4. 04Enter the data
  5. 05Correct manual errors

After

  1. 01Receive and classify
  2. 02Convert to structured data
  3. 03Validate fields and rules
  4. 04Send to the workflow or system
  5. 05Escalate exceptions for review

The document becomes usable information inside the process, with human review where judgment matters.

04

Systems integration

Information leaves the ERP, is changed in a spreadsheet, and is entered again in another platform.

Illustrative example

Before

  1. 01Export from the ERP
  2. 02Modify a spreadsheet
  3. 03Send it by email
  4. 04Upload to another system
  5. 05Reconcile differences

After

  1. 01Detect the change
  2. 02Validate the data
  3. 03Sync through an integration
  4. 04Record the result
  5. 05Alert only when something fails

Systems exchange information without relying on duplicate data entry.

Every example requires validating rules, exceptions, systems, and a baseline in the real operation before defining a solution.